Financial Planners Elite

Directory of the Leading UK Financial Advisers

Andrew Swallow

FPFS, CFP

CERTIFIED FINANCIAL PLANNER, CHARTERED FINANCIAL PLANNER

 

Member profile details

Photo
Title
Mr
First name
Andrew
Last name
Swallow
Qualification Letters
FPFS, CFP
Status
  • CERTIFIED FINANCIAL PLANNER
  • CHARTERED FINANCIAL PLANNER
Gender
Male
 

Contact Details

Job Title
Partner
Organization
Swallow Financial Planning LLP
Company logo
Phone
01473 384858 or 020 7182 4474
Business address
Swallow Financial Planning LLP
Address line 2
25 St Helens Street
Town/city
Ipswich
County
Suffolk
Postcode
IP4 1HH
Local postcode area
IP
Region
England - East Anglia
Regions served
  • Select
  • England - South East
  • England - Midlands
  • England - South West
  • England - East Anglia
Other postcode areas served
  • CB
  • CM
  • CO
  • E
  • EC
  • EH
  • EN
  • EX
  • IP
  • NR
  • W
  • WA
  • WC
  • WD
  • WF
  • WN
  • WR
  • WS
  • WV
  • Other
 

Financial Planning Service

Our Service in Brief
Swallow Financial Planning has offices in London and Ipswich. We provide holistic financial planning advice to high net worth people (ie £250,000 plus in cash/investments) and to business people who want joined up advice which includes their business affairs and planning.
About our Service
Andrew is recognised as one of the leading independent financial advisers in the UK. He has been in financial services for over 30 years, 25 years as an independent financial adviser. He was one of the first Financial advisers to become chartered and is currently one of only 40 ISO 2222 qualified advisers in the country
Services include:
  • Comprehensive financial planning
  • Lifestyle financial planning
  • Business financial planning
  • Wealth management
  • Inheritance tax planning
  • Retirement planning
  • Pension transfers
  • Pensions and divorce
  • Education fees planning
  • Long term care fees planning
  • Equity release
  • Other
Other services
Financial Coaching
Specialist in
Comprehensive financial planning
Ideal Clients
Investments of £500,000 and above best meet our charging structure. We are particularly good at complex financial planning issues and family arrangements.
How we Charge
We charge an hourly rate for everything, unless the client prefers a fixed fee, although we also take a small percentage (0.5%) on our investment portfolios which we offset against our hourly charges.
 

Personal Information

Background
Andrew was a director of a Lloyds brokerage before starting his own business in 1989. He has been a pioneer of hourly charging fee based financial advice.
Family/social
Andrew is married to Sarah and between them they have six children.
Interests
Outside work, Andrew enjoys walks with his Labradors, time spent cycling (and motor biking), regular trips to the gym and the occasional clay and game shoot. He is a keen cricket and rugby watcher, and remains addicted to radio 4.
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